attach-3

University of California - Attachment 3 - Pricing Schedule
Licensed Fees
Summary
This RFP includes a detailed set of requirements. Your fee estimate should be based on performing the services outlined in this RFP.
Licensed applications are assumed to be implemented at a UC facility and post "go-live" would be maintained by UC staff. Costs for this delivery type
should include initial set up and implementation costs, hardware requirements, software costs, maintenance and support costs. Implementation and
one time fees should be broken out from first and subsequent years. Fees should reflect necessary functions and features to fully support the
system as outlined in this RFP.
Licensed Fees
Page 1 of 9
Fee Instructions
In order to further ensure that all vendors are bidding on the same services and that each is providing a comprehensive bid, we have included a
series of pricing lists below that you are being asked to complete.
There are two fee sections:
1) Implementation costs
2) On-going costs
If there are any other fees or expenses associated with your services that are not adequately described in these checklists, you must provide
additional fee rows or an addendum that describes such provisions.
UC requests that your company provide us with a rate card for the fee sections listed below. Please also include the effective dates for the rates
(ideally, they will be effective for the entire contract period). Note that rate cards should reflect the billing rates associated with resource in different
roles and at different levels that will be performing the work in each as shown in the example table below:
NOTE: For example only. This is not intended to be a comprehensive list of all
Effective
Rate Card Bill Rates
Through Date
Director
Sr. Project Manager
Manager
Specialist
Analyst
Sr. Programmer
Programmer
Programmer Analyst
Licensed Fees
Page 2 of 9
Implementation Costs
Fee Proposal for One Time Costs and Services
Please provide fees covering all of the costs to implement your solution for UC given the requirements specified in this RFP. This should include
software, hardware, and implementation services as defined in the detailed requirements of this RFP including requirements gathering, system
implementation and testing, data conversion, etc.
UC assumes that these fees are for implementation services prior to “go live” and that ongoing operations fees will commence upon the
implementation date.
IMPORTANT: Please provide information for all shaded input fields that apply; the more detail you provided the better able we are to
evaluate the strength of your proposal. Please specify additional items in a column to the right if you choose to break out fees further.
In addition, please provide answers to the questions listed after the fee table.
Alternative 1: Software Per Seat Bid Pricing Other (Specify)
$ - $ -
One time software costs $ - $ -
License (specify application[s], and quantity) $ - $ -
Developer License(s) (specify type and quantity) $ - $ -
Supplemental Licenses (specify, e.g., COBOL
$ - $ -
compiler, reporting tool)
Other (please specify and list separately) $ - $ -
Other (please specify and list separately) $ - $ -
Document Assumptions:
Alternative 2: Software Enterprise License
Bid Pricing Other (Specify)
(Annual)
$ - $ -
One time software costs $ - $ -
License (specify application[s], and quantity) $ - $ -
Developer License(s) (specify type and quantity) $ - $ -
Supplemental Licenses (specify, e.g., COBOL
$ - $ -
compiler, reporting tool)
Other (please specify and list separately) $ - $ -
Other (please specify and list separately) $ - $ -
Document Assumptions:
Alternative 3: Software Perpetual License Bid Pricing Other (Specify)
$ - $ -
One time software costs $ - $ -
License (specify application[s], and quantity) $ - $ -
Developer License(s) (specify type and quantity) $ - $ -
Supplemental Licenses (specify, e.g., COBOL
$ - $ -
compiler, reporting tool)
Other (please specify and list separately) $ - $ -
Other (please specify and list separately) $ - $ -
Document Assumptions:
Bid Pricing Other (Specify)
Hardware Requirements (All Alternatives)
$ - $ -
Servers $ - $ -
Web app servers $ - $ -
Other (please specify and list separately) $ - $ -
Other (please specify and list separately) $ - $ -
Other (please specify and list separately) $ - $ -
Document Assumptions (processor, memory,
storage capacity, etc.)
Licensed Fees
Page 3 of 9
Base Implementation Services
Bid Pricing Other (Specify)
$ - $ -
Planning and Requirements $ - $ -
Configuration and Development $ - $ -
Data & Interfaces $ -
Testing $ - $ -
Launch Preparation - Training $ - $ -
Launch Preparation - All Other $ - $ -
Post-Implementation $ - $ -
Other (please specify and list separately) $ - $ -
Other (please specify and list separately) $ - $ -
Document Assumptions:
Ongoing Fees
Provide ongoing administrative charges for all ongoing services described in this RFP. UC's assumption is that ongonig fees will commence after a
specified implementation period contained within the first (1st) year of the contract. Please clarify if you have made a different assumption.
Year 1 Year 2 Year 3 Year 4 Year 5
Software & Licensing $ - $ - $ - $ - $ -
Alternative 1 - Per Seat $ - $ - $ - $ - $ -
Alternative 2 - Enterprise $ - $ - $ - $ - $ -
Alternative 3 - Perpetual N/A N/A N/A N/A N/A
Other (please specify and list separately) $ - $ - $ - $ - $ -
Other (please specify and list separately) $ - $ - $ - $ - $ -
Document Assumptions:
Year 1 Year 2 Year 3 Year 4 Year 5
Maintenance and Support
$ - $ - $ - $ - $ -
Anticipated upgrade timing $ - $ - $ - $ - $ -
Estimated upgrade costs $ - $ - $ - $ - $ -
Other (please specify and list separately) $ - $ - $ - $ - $ -
Other (please specify and list separately) $ - $ - $ - $ - $ -
Other (please specify and list separately) $ - $ - $ - $ - $ -
Document Assumptions:
Licensed Fees
Page 4 of 9
Additional Fee Related Questions
1. Please provide a description of the pricing methodology, and key assumptions used to determine your implementation fees if they are different
than the assumptions listed above or in other parts of the RFP. Please provide the scenarios where your implementation fees would change.
2. Does your organization charge for any other items not identified above? If so, please describe the nature and determination of such charges.
3. Data Cleanup Services: How many hours are included as part of your proposal for data cleanup services for implementation / conversion? Please
indicate the circumstances where there would be any additional charges not reflected in the Implementation or Ongoing Administration fees as well
as how you will charge for these services.
4. File Conversion from UC to Vendor Format: UC expects the vendor to provide comprehensive conversion services from the current files to the
vendor’s format. Please indicate the circumstances where there would be any additional charges not reflected in the Implementation fees as well as
how you will charge for these services.
5. Training: Please include fees for trainers as part of the rate card for additional fees. How many hours of training have you assumed in your
pricing?
6. Do your ongoing fees charges commence on the live date? If no, please indicate when your fees commence.
Licensed Fees
Page 5 of 9
University of California - Attachment 3 - Pricing Schedule
SaaS or Hosted Fees
Summary
This RFP includes a detailed set of requirements. Your fee estimate should be based on performing the services outlined in this RFP.
SaaS or Hosted systems are assumed to be hosted at the vendor's facility and maintained by the vendor. Costs for this delivery type should include
initial set up and implementation costs, one time fees, subscription costs, training and professional services fees. Implementation and one time fees
should be broken out, if applicable, from first and subsequent years. Fees should reflect necessary functions and features to fully support the
system (e.g. RGPO staff, but also external Grant Applicants or Reviewers).
In addition, your fee estimate should be based on the set of assumptions listed below and provided in the separate profile documents. If your fees
are based on different services or assumptions, please note any variances to ensure that we can compare fees across vendors.
In order to further ensure that all vendors are bidding on the same services and that each is providing a comprehensive bid, we have included a
series of pricing lists below that you are being asked to complete.
There are two fee sections:
1) Implementation costs
2) On-going costs
If there are any other fees or expenses associated with your services that are not adequately described in these checklists, you must provide
additional fee rows or an addendum that describes such provisions.
UC requests that your company provide us with a rate card for the fee sections listed below. Please also include the effective dates for the rates
(ideally, they will be effective for the entire contract period). Note that rate cards should reflect the billing rates associated with resource in different
roles and at different levels that will be performing the work in each as shown in the example table below:
NOTE: For example only. This is not intended to be a comprehensive list of all
Effective
Rate Card Bill Rates
Through Date
Director
Sr. Project Manager
Manager
Specialist
Analyst
Sr. Programmer
Programmer
Programmer Analyst
Other Roles?
Saas or Hosted Fees
Page 6 of 9
Implementation Costs
Fee Proposal for One Time Costs and Services
Please provide fees covering all of the costs to implement your solution for UC given the requirements specified in this RFP. This should include
software, hardware, and implementation services as defined in the RFP. UC assumes that these fees are for implementation services prior to “go
live” and that ongoing operations fees will commence upon the implementation date.
Please provide fees by line item in the shaded input field; the worksheet will calculdate total fees by major fee category (e.g., "Software"). Please
specify additional items in the columns to the right if you choose to break out fees differently.
In addition, please provide answers to the questions listed after the fee table.
Base Implementation Services (See RFP for
key assumptions) Core Functions Other (Specify) Comments
$ - $ -
License and/or User Set-up $ -
Planning and Requirements $ - $ -
Configuration and Development $ - $ -
Data & Interfaces $ - $ -
Testing $ - $ -
Launch Preparation - Training $ - $ -
Launch Preparation - All Other $ - $ -
Post-Implementation $ - $ -
Other (please specify and list separately) $ - $ -
Other (please specify and list separately) $ - $ -
Other (please specify and list separately) $ - $ -
Document Assumptions:
Saas or Hosted Fees
Page 7 of 9
Ongoing Fees
Provide ongoing administrative charges for all ongoing services described in Requirements Sections of this RFP (once UC is live).
Fees
Year 1 Year 2 Year 3 Year 4 Year 5
Subscription Fee $ - $ - $ - $ - $ -
Annual Fee (per employee)
Administrator Fee (per user), if applicable
Other (please specify and list separately)
Other (please specify and list separately)
Other (please specify and list separately)
Document Assumptions:
Year 1 Year 2 Year 3 Year 4 Year 5
Administrative Services $ - $ - $ - $ - $ -
Professional Services
Storage / Backup
Additional Uploads / Extracts
Imaging / Records / Microfiche Storage
Maintenance and Support
Other (please specify and list separately)
Other (please specify and list separately)
Other (please specify and list separately)
Document Assumptions:
Year 1 Year 2 Year 3 Year 4 Year 5
Total Annual Ongoing Charges $ - $ - $ - $ - $ -
Saas or Hosted Fees
Page 8 of 9
Additional Fee Related Questions
1. Please provide a description of the pricing methodology, and key assumptions used to determine your implementation fees if they are different
than the assumptions listed above or in other parts of the RFP. Please provide the scenarios where your implementation fees would change.
2. Does your organization charge for any other items not identified above? If so, please describe the nature and determination of such charges.
3. Data Cleanup Services: How many hours are included as part of your proposal for data cleanup services for implementation / conversion? Please
indicate the circumstances where there would be any additional charges not reflected in the Implementation or Ongoing Administration fees as well
as how you will charge for these services.
4. File Conversion from UC to Vendor Format: UC expects the vendor to provide comprehensive conversion services from the current files to the
vendor’s format. Please indicate the circumstances where there would be any additional charges not reflected in the Implementation fees as well as
how you will charge for these services.
5. Training: Please include fees for trainers as part of the rate card for additional fees. How many hours of training have you assumed in your
pricing?
6. Do your ongoing fees charges commence on the live date? If no, please indicate when your fees commence.
7. Is more than one application instance provided? (e.g. Test, Training, Production) Please detail incremental costs with each instance as well as
costs for configuration/code promotions between instances.
8. Are fees fixed for the contract period? What contract duration was assumed? If fees are not fixed, how do you determine fee increases?
9. What ongoing application support activities are included in your fees? Which are assumed to be handled by UC (e.g., new forms, changes in
workflow, report modifications)? How are fees determined?
Saas or Hosted Fees
Page 9 of 9